Alphabet (GOOGL, Buy, $210 target) Addressing the Top Questions on th...

The #1 set of incoming investor questions (by far) this year are about the future of AI Search & Chatbot convergence, and the volume has increased in recent weeks. This has been a major focus of our research and will continue to be throughout 2025. These are the most popular questions and our research addressing each one.

Daily Views on Tech Headlines

Wedbush Morning Call - Jun 27 2025 7:00AM

The Race to $4 Trillion Market Cap Has Begun With Microsoft and Nvidia...

The Great Replatforming, part I – the Special Theory

Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...

Wedbush Morning Call - Jun 26 2025 7:04AM

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Takeaways from Advisor Call: Early Days for Agentic Shopping

Daily Views on Tech Headlines

Wedbush Morning Call - Jun 25 2025 7:03AM

Reminder: Wedbush Invite: Advisor Call - Agentic Shopping | Today | 11...

Daily Views on Tech Headlines

Wedbush Morning Call - Jun 24 2025 6:52AM

Rethinking BEAD 2.0 as States Rethink Their Options

Earlier this month, as expected, Secretary of Commerce Lutnick released new rules for BEAD, requiring all the states to rebid and prioritizing the lowest cost option. Our initial reaction was that the new rules would shift funds from fiber to satellite, a negative for wired providers including CMSCA, CHTR, T, and VZ/FYBR. We still think that but in talking to numerous stakeholders, that magnitude of the shift may be less than we initially thought. In this note we examine two themes that have ...

Wedbush Invite: Advisor Call - Agentic Shopping | June 25 | 11AM ET

Daily Views on Tech Headlines

Mobile and broadband pair trades to consider this summer

While we have been intensively focused on such things as a Presidential intervention to prevent a Chapter 11, we admit that our mind occasionally drifts to thoughts of summer. So to help others who may have similar thoughts, we thought, in honor of summer beginning, we should provide our thoughts as to which alcohols pair best with the purchase of the stocks we cover (actually, we just asked ChatGPT and, given its attitude about intellectual property, we have no fears about just cutting and pas...

Daily Views on Tech Headlines

CHTR Quick Hit: Insights from preliminary proxy

Charter filed a preliminary proxy earlier today. We now have detailed historical and projected financials for Cox. The standalone forecasts and synergy forecasts are below ours, but in-line with consensus and prior guidance. We provide comparisons in this brief note.

Alphabet (GOOGL, Buy, $210 target) Takeaways from SMX Advanced

Last week we attended the largest annual conference focused on search marketing, SMX Advanced, including the keynote from GOOGL’s Ads Liaison. We spoke with over two dozen presenters and executives over two days, and our key takeaways include: